We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Responsibilities: • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs • Create tailored risk management strategies directly with clients that align with their risk profiles • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job, it’s a career with purpose and opportunity • You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As a Licensed Insurance Sales Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients Qualifications: • Some experience with accounting or sales lead software is beneficial • Insurance license required • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role • High school diploma required; bachelor’s degree preferred • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Be a people person • Exhibit keen listening • Have strong attention to detail • Have a knack for navigating the finer details in business or financial planning • Insurance license or willing to obtain Compensation: $55,000 - $80,000 at plan

• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job, it’s a career with purpose and opportunity • You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As a Licensed Insurance Sales Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients